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Past performance is no guarantee of future results.

You might see Sam as a Midas who can turn anything into gold. But history shows that very few people sustain that pattern.

The shitcoin-in-return-for-your-iris-scans guy?

OpenAI isn't ahead

It is in terms of users. There's a lot of sticking power to "the thing you already know and use".

Unless there is little friction in switching. I don’t feel any of the LLM products have a sticky factor as of yet, as far as viewing it from a consumer lens

Probably consumers. Enterprise is Anthropic, double ahead: https://menlovc.com/perspective/2025-mid-year-llm-market-upd...

note that menlo is invested in anthropic, but still..

Ignoring Sutskever much?